Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.1B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$86.5M
2
+$84M
3
+$44M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$32.5M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$27.8M

Top Sells

1
+$30.6M
2
+$26.3M
3
+$24.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$22.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$20M

Sector Composition

1 Technology 9.45%
2 Consumer Discretionary 4.97%
3 Healthcare 4.39%
4 Financials 4.24%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.4M 0.07%
69,713
-6,189
277
$11.4M 0.07%
212,263
-20,429
278
$11.3M 0.07%
369,254
-1,057
279
$11.3M 0.07%
203,743
-10,951
280
$11.2M 0.07%
165,990
+19,742
281
$11.2M 0.07%
49,907
-1,757
282
$11.1M 0.07%
32
+2
283
$11M 0.06%
215,955
-5,018
284
$11M 0.06%
170,273
-57,746
285
$11M 0.06%
96,227
+15,585
286
$10.9M 0.06%
191,909
-26,179
287
$10.9M 0.06%
274,337
+113,187
288
$10.8M 0.06%
4,863
-287
289
$10.8M 0.06%
186,785
+1,522
290
$10.7M 0.06%
407,178
+21,139
291
$10.6M 0.06%
75,429
+16,502
292
$10.6M 0.06%
128,020
-7,328
293
$10.6M 0.06%
260,863
+981
294
$10.6M 0.06%
294,531
-41,964
295
$10.5M 0.06%
497,138
-19,269
296
$10.5M 0.06%
169,024
+7,785
297
$10.5M 0.06%
271,125
+38,766
298
$10.5M 0.06%
19,578
+14,360
299
$10.4M 0.06%
106,922
+19,442
300
$10.3M 0.06%
235,090
-72,140
10 11
12
13 14